Brokerages Set Amplitude, Inc. (NASDAQ:AMPL) Target Price at $14.40

Shares of Amplitude, Inc. (NASDAQ:AMPL) have received an average recommendation of “Moderate Buy” from the twelve brokerages that are presently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating, eight have given a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $14.40.

Several equities analysts recently weighed in on AMPL shares. UBS Group upgraded Amplitude from a “neutral” rating to a “buy” rating and set a $13.00 target price on the stock in a research report on Friday, October 31st. BTIG Research assumed coverage on Amplitude in a research note on Tuesday, December 16th. They issued a “buy” rating and a $14.00 price objective on the stock. Morgan Stanley set a $16.00 price objective on Amplitude and gave the company an “overweight” rating in a research note on Thursday, January 15th. Robert W. Baird increased their target price on shares of Amplitude from $14.00 to $15.00 and gave the stock an “outperform” rating in a report on Friday, December 19th. Finally, Piper Sandler decreased their target price on shares of Amplitude from $16.00 to $12.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd.

Amplitude Trading Up 13.2%

AMPL opened at $7.18 on Monday. The firm’s 50 day simple moving average is $9.93 and its two-hundred day simple moving average is $10.48. The company has a market capitalization of $959.89 million, a PE ratio of -8.97 and a beta of 1.48. Amplitude has a 1-year low of $5.99 and a 1-year high of $14.88.

Amplitude announced that its Board of Directors has initiated a stock repurchase plan on Wednesday, February 18th that allows the company to buyback $100.00 million in outstanding shares. This buyback authorization allows the company to reacquire up to 11.8% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s management believes its shares are undervalued.

Insider Buying and Selling

In other Amplitude news, CEO Spenser Skates sold 42,743 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $12.01, for a total value of $513,343.43. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Erica Schultz sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $10.88, for a total value of $108,800.00. Following the transaction, the director owned 114,906 shares of the company’s stock, valued at $1,250,177.28. This represents a 8.01% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 52,843 shares of company stock worth $623,343. 23.83% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of AMPL. Quarry LP purchased a new stake in shares of Amplitude during the 3rd quarter valued at about $32,000. State of Alaska Department of Revenue bought a new stake in Amplitude during the third quarter worth approximately $48,000. Osaic Holdings Inc. raised its position in Amplitude by 57.8% during the second quarter. Osaic Holdings Inc. now owns 5,132 shares of the company’s stock valued at $64,000 after purchasing an additional 1,879 shares during the period. Morse Asset Management Inc bought a new stake in shares of Amplitude in the 4th quarter valued at approximately $116,000. Finally, Kemnay Advisory Services Inc. purchased a new position in shares of Amplitude in the 4th quarter worth approximately $119,000. 73.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting Amplitude

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Company raised FY‑2026 and Q1‑2026 guidance well above consensus (FY EPS guide 0.08–0.13 vs. consensus ~‑0.17; Q1 guide ‑0.02–‑0.01 vs. consensus ~‑0.06), signaling faster recovery to profitability and helping lift sentiment. Amplitude Announces Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Launched “Agentic” AI analytics — a new product push that positions Amplitude as an AI-forward analytics platform and could drive new enterprise bookings and higher ARPU over time. Amplitude Introduces Agentic AI Analytics
• Neutral Sentiment: Q4 results: EPS of $0.04 met consensus and revenue grew ~17% YoY — confirms top‑line momentum but not a surprise to estimates. Amplitude, Inc. (AMPL) Meets Q4 Earnings Estimates
• Neutral Sentiment: Company held a conference call / filed the press release with details; management commentary around AI and go‑to‑market execution will be watched for forward booking cadence. Press Release / Results PDF Listen to Conference Call
• Neutral Sentiment: Reported short‑interest data in recent reports showed effectively zero reported short shares (data appears anomalous/unchanged), so short‑squeeze dynamics are not a clear driver.
• Negative Sentiment: Profitability still weak: negative net margin (~‑31%) and negative ROE (~‑36%), meaning the company must convert revenue growth into sustained profit improvement to justify higher multiples. MarketBeat Earnings Summary
• Negative Sentiment: Competitive intensity and at least one critical review raise execution risks as Amplitude scales AI features and competes in crowded analytics/AI markets. Competitive Landscape Intensifies Critical Review: Nano-X & Amplitude

About Amplitude

Amplitude, Inc is a software company specializing in digital analytics and product intelligence solutions for businesses seeking to optimize user engagement and drive growth. Its core offering, the Amplitude Analytics platform, enables customers to collect and analyze behavioral data from web and mobile applications in real time. The platform provides advanced segmentation, funnel analysis, retention tracking and pathfinding tools that help product, marketing and data teams understand user journeys, identify friction points and measure the impact of new features.

Founded in 2012 by Spenser Skates, Curtis Liu and Jeffrey Wang, Amplitude is headquartered in Redwood City, California, with additional offices spanning North America, Europe and Asia.